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How I use Obsidian as a Dashboard to scale your "thinking"
Here are all of my notes from just the last few months of applying the QUESTS way to think.
The big nodes are the specific areas or quests of thinking... and they may have a specific quests under them. Whenever I have an idea, I jot down an idea, or journal, or keep it in a note, and if its worth making its own unique note, I link each idea up to one higher order note. E.g. a note about sales would maybe link under a sales quest note, or could go directly in a "sales script" note which is linked up to.
You feel lost, its fine. The goal is not to know where everything is, but that to capture ideas you need to make it easy (lazy af even) to add notes and link.
Now If I needed to find that idea I can go into my sales quest note (duh) and find all notes that link to it. If its not there, it might be deeper. I'd go from Sales Quest (which is split best the 5 QUEST categories).
If its a note that is about a specific engine or stage, I might link to there. So under Sales Quest -> Sales Engine -> Sales Closing Script.
Or maybe it would be under Quest/Support (as it talks about a template).
The idea is it can be found, and you should link to it in the way that you think. And if you can't find it, and you return back to that note out of necessity, you can simply update the link or simply add a (Related link) so you can have multiple links point out from it so you're more likely to return to it.
Whenever you write a lot, any proper nouns, statements, main ideas get their own note, and link to eachother. This is the Atlas part of the Obsidian, or the timeless concepts. This is where I Talk about [[My Frameworks]] and other things. I talk about how concepts relate or are similar or help or influence by others. Ideas get close, contrast, collide or cluster together to form new ones.
Over time, this rule starts to centralize (bigger dots have bigger link gravity) where the biggest notes are the main hubs of where you think, act, and reflect, and gather ideas.
The giga brain unlock that I have now seen that is that any idea that I've had (over the past 3 decades lol) can be appended under the quest for it.
And this is such a productivity-minded approach, that turns ideas and content into improvements and ideas.
Each area exists as a vehicle to a hit some sort of end-impact or result.
So pic related, you can see one specific area, that I call my infrastructure area, and I have multiple quests that link from that area. My Product quest, and my clickup OS, and How I make apps and vibe code with AI, tools that my team and I use, etc.
And the other is just on my frameworks that I use, and I link them and write on them, so when I enter the "quest note" I can see the things that influence it, that guide its design and improvement, to keep principles and statements top of mind, so when I go to build we don't make a bloated type of thing, but to stick to the lean TELOS principles that maximize bottleneck breakthroughs.
Anyway
It all starts with Obsidian. If you feel lost, anxious, depressed, or overly enthusiasic in your own thinking (or world), regardless, we all start with writing.
Writing clarifies your thinking, and lets others understand it it for what they are.
And most importantly, its how you interface with AI LLM agents, that understand language.
Obsidian lets you turn your best thinking, highlighting the most important parts and say improve this.
Obsidian is extremely easy to integrate (you just point an AI to a folder and say go figure me out). And can be 100% private and secure if you setup an open source local-only model using Ollama and Qwen2.5 so it can follow instructions.
It might look like a lot to build, but its just a few core habits
1) I ADD fleeting ideas whenever I have it, even a bullet point, and link it under a specific area, quest, stage, or whatever
2) I relate it to relevant notes. If I need to find it, I will stumble onto it in my weekly review where I look at all of the notes made, and make sure they're linked to at least something. If its something I need to do this week, I highlight it and move it to my task list. But mostly its just reflecting and writing out a solution and saying OK its done, its not ready to share yet. Ima let it cook. Most
3) The next time I make notes, I can link up to a catch all area or [[relate]] to these notes. This way ideas start to form, connect, and if I want to see "all of my ideas and writing" in a specific area, I can navigate to the note, and can see all of my ideas there.
4) If enough ideas gather and the tension has been resolved or can be resolved by communicating it, I take the individual notes and cards, and flesh it out. This is what the learned scholars call an Evergreen note. Its timeless principles combined with your own insight and experience, that in my world I like to add actionable insight. I write to pursuade others to become high leverage individuals.
Which takes me to the breakthrough moment I had.
Bro -- what if I just zoom into one quest or can see multiple ones.
You can give AI the task to take a specific QUEST, and make a dashboard explicitly based within Obsidian, with charts, views, and whatever needed as a dashboard.
And making this note (or workspace) within Obsidian is fluid, meaning that making this doesn't break any other file. It simply is a new file, and a view you can jump to, and can jump back to anything else.
A fluid framework to make dashboards, natively, privately, as a personal command center for a specific process, project, or part of the business.
Share that view (node) as a sharable note that anyone on the team can link to.
And then now we have 100s of ideas, that we can all co-share.
With AI, this is really fucking simple to execute on if you trust the bot that codes for this.
We have a sort of "dock", an address in the chaos thats universal, with files to share. One folder, super messy, who gives a fuck. Its whats on the notes that matter not the folder.
This would be an explicit folder with the same file name as everyone else. This folder is synced to everyone (not every file in the world, just this folder).
There is a Obsidian plugin called Peerdraft that does this for free. We share the link, boom its done.
Then these are the main "QUEST" note hubs.
Then the team can share curated things in this "dock" type core note.
Everyone can see this "shared status" but not everyone else's private notes.
This way, people can link their ideas quickly, and instead of sharing .md files between people manually, we just drag it into the folder, and say its in [[file name]] and boom its right there.
And the fun part starts when you realize you can add tags and color code... and can hide everything but one quest itself.
The last part (image) is a table of all big quests or tasks, weighted in order of whats most urgent. Note that the idea or task is the task, and its linked up to the Quest (or area). But they're all unified and prescribed in order of what to do next.
So lets recap
1) Obsidian is giga based if you define the key impact AREAS of your life and the QUESTS to achieve those outcomes.
2) Any idea, file, task note, private or public can be communicated to the related QUEST goal in obsidian with a single intentional [[link]].
3) You can vibecode views and dashboards to those views.
4) You can focus it down, color code things, and build a dashboard or AI, and as long as you feed it new ideas, relevant data of the entire business, and let it suggest and test ideas
Obsidian is based. Feed it to AI, and ask Claude Code to make you a dashboard on how to solve for X, and to keep you on track, and as long as you keep at it it iterates with you.
Pic related, the screenshot of the charts is an Obsidian plugin that enables graphs and charts :)
So how am I using this?
I then have a monitor that is just an Obsidian specific workspace view (one hotkey command). I set obsidian as a full screen monitor, and it reports in in one central place.
I'm sure theres paid analytic tools like Tableau, or Business Intelligence tools, but this just keeps everything in one spot, where AI can code, read, and use it.
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Jake Goss
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How I use Obsidian as a Dashboard to scale your "thinking"
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